KKR & Co. Inc.
KKR- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0001404912
In the last 90 days, KKR & Co. Inc. insiders filed 0 open-market purchases and 1 sale; 1,284 institutions reported holding it in 13F filings for Q2 2026, worth $50.2B in total; 6 superinvestors hold it, including Akre Capital Management and ValueAct Capital.
13F holders, Q4 2025
Institutional positions in KKR & Co. Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,403
- +54 vs. Q3 2025
- Shares held
- 543.8M
- +15.3M (+2.9%) vs. Q3 2025
- Total value
- $69.3B
- +$592.2M (+0.9%) vs. Q3 2025
- New holders
- 189
- 513 more added
- Sold out
- 135
- 514 more reduced
28 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting KKR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,284 | $50.2B |
| Q1 2026 | 1,285 | $49.0B |
| Q4 2025 | 1,403 | $69.3B |
| Q3 2025 | 1,377 | $68.9B |
| Q2 2025 | 1,331 | $71.4B |
| Q1 2025 | 1,290 | $61.8B |
| Q4 2024 | 1,324 | $78.9B |
| Q3 2024 | 1,172 | $69.3B |
| Q2 2024 | 1,068 | $56.4B |
| Q1 2024 | 1,033 | $50.8B |
| Q4 2023 | 918 | $41.8B |
| Q3 2023 | 792 | $31.1B |
| Q2 2023 | 758 | $26.8B |
| Q1 2023 | 742 | $25.2B |
| Q4 2022 | 730 | $22.1B |
| Q3 2022 | 709 | $20.2B |
| Q2 2022 | 732 | $21.1B |
| Q1 2022 | 786 | $26.0B |
| Q4 2021 | 833 | $33.1B |
| Q3 2021 | 745 | $27.1B |
| Q2 2021 | 704 | $26.5B |
| Q1 2021 | 651 | $22.1B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Westover Capital Advisors, LLC | 11,130 | $1.42M | 0.26% | 00.0% | Unchanged |
| Spire Wealth Management | 11,137 | $1.42M | 0.05% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 13,841 | $1.43M | 0.03% | −103−0.7% | Reduced |
| Chemistry Wealth Management LLC | 11,238 | $1.43M | 0.27% | −1,004−8.2% | Reduced |
| Northwest & Ethical Investments L.P. | 11,162 | $1.44M | 0.03% | −2,213−16.5% | Reduced |
| AlTi Global, Inc. | 11,338 | $1.45M | 0.03% | −37−0.3% | Reduced |
| Winthrop Partners - WNY, LLC | 11,363 | $1.45M | 0.78% | +11,363 | New |
| Alberta Investment Management Corp | 11,400 | $1.45M | 0.01% | +11,400 | New |
| Meketa Investment Group Inc | 11,521 | $1.47M | 4.96% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 11,552 | $1.47M | 0.03% | +1,441+14.3% | Added |
| Stratos Wealth Partners, LTD. | 11,568 | $1.47M | 0.02% | −1,530−11.7% | Reduced |
| Polymer Capital Management (US) LLC | 11,691 | $1.49M | 0.19% | +6,511+125.7% | Added |
| Laird Norton Trust Company, LLC | 11,755 | $1.50M | 0.03% | +11,755 | New |
| Oxford Asset Management LLP | 11,953 | $1.52M | 0.54% | +3,571+42.6% | Added |
| Gabelli & Co Investment Advisers, Inc. | 12,000 | $1.53M | 0.23% | −4,000−25.0% | Reduced |
| Buckland Partners Management Co LLC | 12,000 | $1.53M | 0.85% | +12,000 | New |
| Western Wealth Management, LLC | 12,134 | $1.55M | 0.07% | +1,570+14.9% | Added |
| Fidelis Capital Partners, LLC | 12,185 | $1.55M | 0.11% | −2,794−18.7% | Reduced |
| Axxcess Wealth Management, LLC | 12,237 | $1.56M | 0.03% | +10,587+641.6% | Added |
| Generali Asset Management SPA SGR | 12,240 | $1.56M | 0.03% | −25,083−67.2% | Reduced |
| Avalon Trust Co | 12,301 | $1.57M | 0.10% | +392+3.3% | Added |
| Oak Thistle LLC | 12,610 | $1.61M | 0.22% | −1,658−11.6% | Reduced |
| Greenline Partners, LLC | 12,783 | $1.63M | 0.19% | 00.0% | Unchanged |
| Trexquant Investment LP | 12,804 | $1.63M | 0.01% | +12,804 | New |
| Marks Group Wealth Management, Inc | 12,831 | $1.64M | 0.16% | +8,134+173.2% | Added |
| Leo Wealth, LLC | 12,922 | $1.65M | 0.12% | +10,668+473.3% | Added |
| Vestmark Advisory Solutions, Inc. | 12,923 | $1.65M | 0.02% | +4,108+46.6% | Added |
| Tema ETFs LLC | 12,979 | $1.65M | 0.13% | +2,241+20.9% | Added |
| Fulton Bank, N.A. | 13,088 | $1.67M | 0.06% | −557−4.1% | Reduced |
| Bradley Foster & Sargent Inc | 13,100 | $1.67M | 0.02% | −1,495−10.2% | Reduced |
| United Asset Strategies, Inc. | 13,569 | $1.73M | 0.13% | +386+2.9% | Added |
| First National Bank Sioux Falls | 13,637 | $1.74M | 0.52% | 00.0% | Unchanged |
| Cushing Capital Partners, LLC | 13,672 | $1.74M | 1.29% | −563−4.0% | Reduced |
| Walter & Keenan Financial Consulting Co | 13,785 | $1.76M | 0.47% | +10+0.1% | Added |
| Bokf, NA | 13,956 | $1.78M | 0.03% | −7,710−35.6% | Reduced |
| Choate Investment Advisors | 13,961 | $1.78M | 0.03% | 00.0% | Unchanged |
| Horizon Investments, LLC | 13,972 | $1.78M | 0.02% | −350−2.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,453 | $1.79M | 0.02% | +453+3.0% | Added |
| Commerce Bank | 14,062 | $1.79M | 0.01% | −283−2.0% | Reduced |
| TFR Capital, LLC. | 14,090 | $1.80M | 0.59% | +290+2.1% | Added |
| Citizens & Northern Corp | 14,168 | $1.81M | 0.45% | +14,168 | New |
| Ascent Group, LLC | 14,222 | $1.81M | 0.06% | −970−6.4% | Reduced |
| CWM, LLC | 14,261 | $1.82M | 0.00% | +4,132+40.8% | Added |
| Itau Unibanco Holding S.A. | 14,140 | $1.82M | 0.04% | +4,062+40.3% | Added |
| Quadrant Capital Group LLC | 14,341 | $1.83M | 0.06% | +4,349+43.5% | Added |
| Advisory Services Network, LLC | 14,391 | $1.83M | 0.03% | +625+4.5% | Added |
| IFC Advisors LLC | 14,534 | $1.85M | 0.27% | −227−1.5% | Reduced |
| GAMMA Investing LLC | 14,729 | $1.88M | 0.09% | −198−1.3% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 14,827 | $1.89M | 0.38% | 00.0% | Unchanged |
| Keybank National Association | 14,839 | $1.89M | 0.01% | −15,683−51.4% | Reduced |
| Grange Capital, LLC | 14,943 | $1.90M | 1.83% | +1,240+9.0% | Added |
| Level Four Advisory Services, LLC | 14,966 | $1.91M | 0.06% | +2,411+19.2% | Added |
| Banque Cantonale Vaudoise | 15,000 | $1.91M | 0.07% | +11,457+323.4% | Added |
| Financial Management Network Inc | 14,843 | $1.91M | 0.30% | −2,582−14.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 15,310 | $1.95M | 0.01% | −578−3.6% | Reduced |
| Essex Financial Services, Inc. | 15,317 | $1.95M | 0.11% | +345+2.3% | Added |
| Wellington Shields Capital Management, LLC | 15,495 | $1.98M | 0.29% | −4,394−22.1% | Reduced |
| BNP Paribas | 15,575 | $1.99M | 0.06% | +279+1.8% | Added |
| Waterway Wealth Management, LLC | 15,613 | $1.99M | 0.45% | +4,825+44.7% | Added |
| RiverPark Advisors, LLC | 15,747 | $2.01M | 0.58% | −488−3.0% | Reduced |
| Lansing Street Advisors | 15,788 | $2.01M | 0.52% | −12−0.1% | Reduced |
| Equitable Holdings, Inc. | 15,792 | $2.01M | 0.01% | −863−5.2% | Reduced |
| Ally Financial Inc. | 16,000 | $2.04M | 0.25% | +16,000 | New |
| Lynx Capital Group Ltd | 16,071 | $2.05M | 0.94% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 16,116 | $2.05M | 0.02% | −1,069−6.2% | Reduced |
| Zhang Financial LLC | 16,213 | $2.07M | 0.08% | +258+1.6% | Added |
| Private Advisor Group, LLC | 16,340 | $2.08M | 0.01% | +292+1.8% | Added |
| Morningstar Investment Management LLC | 16,347 | $2.08M | 0.12% | −45,920−73.7% | Reduced |
| Beacon Pointe Advisors, LLC | 16,415 | $2.09M | 0.01% | +3,803+30.2% | Added |
| Harbor Capital Advisors, Inc. | 16,488 | $2.10M | 0.16% | −24−0.1% | Reduced |
| Independent Advisor Alliance | 16,842 | $2.15M | 0.05% | −979−5.5% | Reduced |
| Cordoba Advisory Partners LLC | 16,945 | $2.17M | 0.54% | +16,945 | New |
| LB Partners LLC | 17,100 | $2.18M | 2.01% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 17,180 | $2.19M | 0.08% | +3,640+26.9% | Added |
| Sierra Capital LLC | 17,223 | $2.20M | 0.23% | −1,700−9.0% | Reduced |
| Cross Staff Investments Inc | 17,237 | $2.20M | 1.35% | −231−1.3% | Reduced |
| Intech Investment Management LLC | 17,237 | $2.20M | 0.02% | −3,462−16.7% | Reduced |
| Bryn Mawr Trust Co | 17,251 | $2.20M | 0.05% | −407−2.3% | Reduced |
| Iridian Asset Management LLC | 17,258 | $2.20M | 0.81% | +853+5.2% | Added |
| Lee Danner & Bass Inc | 17,371 | $2.21M | 0.16% | −1,700−8.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 17,527 | $2.23M | 0.10% | +1,300+8.0% | Added |
| Franklin Street Advisors Inc | 17,547 | $2.24M | 0.13% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 17,604 | $2.24M | 0.07% | +7,172+68.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 17,847 | $2.28M | 0.15% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 17,972 | $2.29M | 0.15% | +17,972 | New |
| Ar Asset Management Inc | 18,000 | $2.29M | 0.47% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 18,058 | $2.30M | 0.00% | −2,104−10.4% | Reduced |
| RSM US Wealth Management LLC | 17,927 | $2.31M | 0.03% | +3,136+21.2% | Added |
| Capital Group Investment Management Pte. Ltd. | 18,109 | $2.31M | 0.37% | +15,927+729.9% | Added |
| Cander Asset Management LP | 18,174 | $2.32M | 0.43% | +18,174 | New |
| Parallel Advisors, LLC | 18,260 | $2.33M | 0.04% | −712−3.8% | Reduced |
| Connable Office Inc | 18,490 | $2.36M | 0.22% | −25−0.1% | Reduced |
| MUFG Securities Americas Inc. | 18,490 | $2.36M | 0.15% | −10−0.1% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 18,498 | $2.36M | 0.07% | 00.0% | Unchanged |
| VCI Wealth Management LLC | 18,553 | $2.37M | 0.66% | +7,771+72.1% | Added |
| Securian Asset Management, Inc | 18,662 | $2.38M | 0.09% | −14,468−43.7% | Reduced |
| Checchi Capital Advisers, LLC | 18,812 | $2.40M | 0.16% | −38−0.2% | Reduced |
| RDA Financial Network | 18,915 | $2.41M | 0.58% | +519+2.8% | Added |
| Rational Advisors LLC | 18,925 | $2.41M | 0.25% | −4,425−19.0% | Reduced |
| Clearstead Advisors, LLC | 18,985 | $2.42M | 0.03% | +2,166+12.9% | Added |